ForthRight Wealth Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1841633
ALPHARETTA, GA
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$24,335,857
+$1,968,721 QoQ
Shares Held
315,313
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
41.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,335,857 | 315,313 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,367,136 | 287,200 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $21,300,218 | 272,765 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,457,976 | 264,520 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,974,666 | 273,928 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $19,964,194 | 267,151 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,664,286 | 250,916 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,440,077 | 219,523 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,039,887 | 199,468 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,139,312 | 185,118 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $13,194,044 | 182,465 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $13,143,433 | 174,710 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $11,890,863 | 154,950 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,343,609 | 112,266 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $8,666,525 | 117,944 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $9,318,931 | 120,012 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $12,370,012 | 151,038 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $16,631,064 | 189,809 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $16,508,477 | 184,576 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $16,455,753 | 182,923 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $16,169,179 | 182,229 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||